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Question

How to find the Purchase order owner email address


We have a business event which sends a notification to the Purchase Order Approver.

We want the owner of the PO to be notified also. Which screen field should be used so that the PO owners email can be copied in the CC field on the email template?

 

Regards

11 replies

Kandy Beatty
Captain II
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HI @wsobers 

The Owner of the PO is an Employee:

Their email address is in the Employee listing:

 


Manikanta Dhulipudi
Captain II
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Hi @wsobers 

In the notification template when you select the Purchase order you will get owner email from the selection 

 

If you created a seperate Generic inquiry for Business events then you need to pull the data from epemployee datatable based on the owner of the PO 


  • Author
  • Freshman II
  • 5 replies
  • May 18, 2023

@manikantad18 - Can you tell me what GI and BE stand for?

 

Regards


Manikanta Dhulipudi
Captain II
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Comments edited. @wsobers 

 

Attached rough generic inquiry to pull the owner emails from PO screen


  • Author
  • Freshman II
  • 5 replies
  • May 18, 2023

@manikantad18  and @kandybeatty49 -

In both cases - selecting Employee and Also selecting Owner, the specified field is ‘((Employee.OwnerID.EMail))’.

When I use this field on the email template, it does not resolve to an Email address. The value is always blank on the generated email (I set myself as PO owner on  the test PO).

It seems that fields like the phone numbers 1,2 and 3 are also not showing up.

Any ideas why?

 


Chris Hackett
Community Manager
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  • Acumatica Community Manager
  • 2715 replies
  • June 21, 2023

Hi @wsobers were you able to find a solution? Thank you!


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  • Jr Varsity III
  • 65 replies
  • August 29, 2023

Hi @wsobers, I’m having the same issue. it comes up blank. Where you able to find a fix for this?

 


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  • Jr Varsity III
  • 65 replies
  • August 30, 2023

here is an example of my email template. the owners name comes up correctly though in the body next to purchaser but doesn’t show in the to section of the email.

also note, when I try with my email, my email does show up and work. do the users need rights to the employee screen?

any thoughts are appreciated.

 


  • Freshman I
  • 1 reply
  • March 27, 2024

Hi,

Found where to pull the email from. 

Path: Purchase Order > Owner > Employee ID > Default Contact* > Email

*Default contact is the second one on the list.

 

((Document.EmployeeID.AcctCD.DefContactID.EMail))


  • Author
  • Freshman II
  • 5 replies
  • July 3, 2024

@margiottab ,

Can you tell which version of Acumatica you are using?

I’m not seeing the options you have listed.

Regards


DConcannon
Varsity II
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  • Varsity II
  • 120 replies
  • October 7, 2024

@Chris Hackett this may be a topic for development, the PO screen behaves differently in Email templates than other documents. Yes, every employee has a default contact id. Other documents allow you to simply use ((Document.EmployeeID)) by selecting the document and owner field. FWIW


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